Five investors · one Japanese company at a time
The reasoning,
in public.
Each study runs one public company through five investor lenses — Buffett, Munger, Pabrai, Li Lu, and Claude — every figure traced to the filing, every verdict date- and price-stamped. Not tips. The reasoning.
28 studies ·140 verdicts ·0 buy-belowsee the record →The five lenses
Studies
- 4661ORIENTAL LAND CO., LTD.
- Buffett: watch
- Munger: watch
- Pabrai: pass
- Li Lu: too hard
- Claude: pass
- 6861KEYENCE CORPORATION
- Buffett: watch
- Munger: watch
- Pabrai: watch
- Li Lu: too hard
- Claude: watch
- 7741HOYA CORPORATION
- Buffett: watch
- Munger: watch
- Pabrai: pass
- Li Lu: too hard
- Claude: watch
- 3640DENSAN CO., LTD.
- Buffett: watch
- Munger: watch
- Pabrai: watch
- Li Lu: too hard
- Claude: watch
- 5445TOKYO TEKKO CO., LTD.
- Buffett: watch
- Munger: watch
- Pabrai: watch
- Li Lu: watch
- Claude: watch
- 7864FUJI SEAL INTERNATIONAL, INC.
- Buffett: watch
- Munger: watch
- Pabrai: watch
- Li Lu: watch
- Claude: watch
- 5852Ahresty Corporation
- Buffett: too hard
- Munger: too hard
- Pabrai: pass
- Li Lu: too hard
- Claude: pass
- 6328EBARA JITSUGYO Co., Ltd.
- Buffett: watch
- Munger: watch
- Pabrai: watch
- Li Lu: watch
- Claude: watch
- 6750ELECOM Co., Ltd.
- Buffett: watch
- Munger: watch
- Pabrai: watch
- Li Lu: too hard
- Claude: watch
- 7609Daitron Co., Ltd.
- Buffett: watch
- Munger: watch
- Pabrai: watch
- Li Lu: too hard
- Claude: watch
- 6317Kitagawa Corporation
- Buffett: watch
- Munger: watch
- Pabrai: watch
- Li Lu: too hard
- Claude: watch
- 6330TOYO ENGINEERING Corporation
- Buffett: too hard
- Munger: too hard
- Pabrai: too hard
- Li Lu: too hard
- Claude: too hard
- 6463TPR Co., Ltd.
- Buffett: too hard
- Munger: watch
- Pabrai: watch
- Li Lu: too hard
- Claude: watch
- 8157TSUZUKI DENKI Co., Ltd.
- Buffett: watch
- Munger: pass
- Pabrai: watch
- Li Lu: too hard
- Claude: watch
- 8200RINGER HUT Co., Ltd.
- Buffett: watch
- Munger: pass
- Pabrai: pass
- Li Lu: watch
- Claude: pass
- 5915Komaihaltec Inc.
- Buffett: watch
- Munger: pass
- Pabrai: watch
- Li Lu: watch
- Claude: watch
- 6464Tsubaki Nakashima Co., Ltd.
- Buffett: too hard
- Munger: too hard
- Pabrai: pass
- Li Lu: too hard
- Claude: too hard
- 6619W-SCOPE Corporation
- Buffett: too hard
- Munger: pass
- Pabrai: too hard
- Li Lu: too hard
- Claude: watch
- 5202Nippon Sheet Glass
- Buffett: too hard
- Munger: too hard
- Pabrai: pass
- Li Lu: too hard
- Claude: watch
- 5408Nakayama Steel Works
- Buffett: watch
- Munger: too hard
- Pabrai: watch
- Li Lu: too hard
- Claude: too hard
- 6986Futaba Corporation
- Buffett: too hard
- Munger: pass
- Pabrai: watch
- Li Lu: too hard
- Claude: watch
- 7294Yorozu Corporation
- Buffett: too hard
- Munger: too hard
- Pabrai: pass
- Li Lu: too hard
- Claude: too hard
- 3856Abalance Corporation
- Buffett: pass
- Munger: too hard
- Pabrai: pass
- Li Lu: too hard
- Claude: pass
- 5491Nippon Kinzoku
- Buffett: watch
- Munger: watch
- Pabrai: watch
- Li Lu: watch
- Claude: watch
- 5932Sankyo Tateyama
- Buffett: watch
- Munger: pass
- Pabrai: pass
- Li Lu: pass
- Claude: pass
- 4676Fuji Media Holdings
- Buffett: watch
- Munger: pass
- Pabrai: pass
- Li Lu: too hard
- Claude: watch
- 4967Kobayashi Pharmaceutical
- Buffett: watch
- Munger: watch
- Pabrai: watch
- Li Lu: watch
- Claude: pass
- 7564Workman Co., Ltd.
- Buffett: watch
- Munger: watch
- Pabrai: too hard
- Li Lu: watch
- Claude: watch
Follow the practice
One Japanese company at a time, reasoned in public — no tips, just the thinking. If that's useful to you, two things genuinely help, and both take ten seconds: